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Baldwin Wealth Partners’s BWX Technologies BWXT Stock Holding History

Baldwin Wealth Partners’s Portfolio BWXT Stock Details BWXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$720K Hold
3,700
– – 0.05% 126
2026
Q1 		$757K Hold
3,700
– – 0.06% 122
2025
Q4 		$640K Sell
3,700
-1,000
-21% -$188K 0.04% 142
2025
Q3 		$867K Buy
4,700
+1,850
+65% +$298K 0.06% 118
2025
Q2 		$411K Buy
+2,850
New +$333K 0.03% 157

Other funds holding BWXT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baldwin Wealth Partners's BWXT Position: Q2 2026 in Review

Baldwin Wealth Partners held its BWX Technologies (BWXT) position steady in Q2 2026 at 3,700 shares worth $720K. The position accounts for 0.05% of the portfolio, ranked #126.

Baldwin Wealth Partners first reported a position in BWXT in Q2 2025 and has held it in 5 quarters since. The position peaked at $867K in Q3 2025. 854 funds tracked by Wall St. Rank hold BWXT as of Q2 2026.

  • Baldwin Wealth Partners held 3,700 shares of BWX Technologies worth $720K as of Q2 2026.
  • Baldwin Wealth Partners left its BWX Technologies share count unchanged in Q2 2026.
  • BWX Technologies made up 0.05% of Baldwin Wealth Partners's portfolio in Q2 2026, its #126 holding.
  • Baldwin Wealth Partners first reported a position in BWX Technologies in Q2 2025 and has held it in 5 quarters since.
  • Baldwin Wealth Partners's BWX Technologies position peaked at $867K in Q3 2025.
  • 854 funds tracked by Wall St. Rank held BWX Technologies as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.